US-based Charles Schwab has signed an agreement to acquire Forge Global Holdings in a transaction worth around $660m.

Millennium Management has reportedly sold a minority stake representing around 15% to a group of investors in a deal valued ...

US-based wealth management solutions provider AssetMark Financial has unveiled its plans to acquire Efficient Advisors, owned ...

SBI Funds Management provides mutual fund and investment portfolio services to both retail and institutional investors. Credit: fadfebrian/Shutterstock.com State Bank of India (SBI) and French asset ...

The €45m fine on JP Morgan is reportedly be the “highest ever” imposed by BaFin on a financial institution. Credit: T. Schneider/Shutterstock.com. Germany’s Federal Financial Supervisory Authority ...

Australia’s Perpetual has signed an exclusivity deed with Bain Capital Private Equity as discussions regarding the possible sale of its Wealth Management arm move forward.

Bank of America’s core wealth operations, which include both Merrill Wealth Management and its private banking services, currently manage around $4.6tn in client assets. Credit: Karolis ...

The talks are part of State Street’s efforts to expand its presence in the country’s asset management sector. Credit: SomYuZu/Shutterstock.com. State Street Investment Management is reportedly in ...

The AI module is said to automate repetitive tasks, allowing real-time decision-making, and enhancing process efficiency. Credit: MUNGKHOOD STUDIO/Shutterstock.com. AI-native wealth management ...

UBP has had a presence in the Middle East for over 20 years, initially conducting business from Switzerland before establishing offices in Dubai in 2011. Credit: Wirestock Creators / Shutterstock.com.